Business Process Re-Engineering Lead

331 TriState Capital Bank; Pittsburgh (Allegheny County); On-site; USD 90,000 - 150,000; Full time

Job summary

Raymond James seeks a Business Process Re-Engineering Lead to advance automation and AI-enabled workflow modernization across the bank. You will partner with executives, governance, Change Management, and Technology to redesign processes, test AI solutions, and drive adoption enterprise-wide.

Responsibilities include leading pilots to production, defining future-state operating models, building business cases, and ensuring governance and control standards are met while delivering measurable

Qualifications

• Experience documenting current-state processes and designing future-state workflows.
• Experience writing business requirements and supporting adoption of technology-enabled process change.
• Familiarity with AI-enabled workflow design and governance in a regulated environment.

Responsibilities

• Identify automation/AI use cases based on business value and feasibility.
• Redesign workflows to improve speed, quality, and controls.
• Lead adoption from pilot to production, including change management.
• Develop business cases and governance for AI use cases and agents.

Skills

Business process analysis

Workflow redesign

AI tools

Microsoft Excel

Change management

Stakeholder influence

Education

Bachelor’s degree in Business Administration

Bachelor’s degree in Accounting

Bachelor’s degree in Data Processing

Tools

Power Platform

Microsoft 365 Copilot

M365 Agent Builder

ChatGPT

Job description

Job Description Summary

The Business Process Re-Engineering Lead is responsible for advancing the Bank’s process re-engineering agenda by identifying opportunities to simplify, redesign, and modernize core workflows through approved automation and artificial intelligence solutions. The role partners with business leaders, enterprise AI governance stakeholders, Change Management, and Technology to evaluate current-state processes, identify inefficiencies, define future-state operating models, and determine where automation or AI-enabled workflows can improve speed, quality, consistency, controls, auditability, associate effectiveness, cost management, and long-term solution sustainability. This is a business transformation role with a strong focus on workflow design and the practical application of approved automation and AI tools. The incumbent is expected to translate business problems into AI-enabled process solutions, including Microsoft 365 Copilot agents, M365 Agent Builder solutions, ChatGPT-enabled workflows, prompt patterns, and reusable implementation playbooks. The incumbent is not expected to write production software or develop models, but is expected to build, test, validate, support, and monitor approved AI-enabled solutions. All work is performed within the enterprise and Bank’s AI governance framework.

Primary Functions of the Position

• Partner with business leaders to identify, assess, and prioritize automation or AI use cases based on business value, feasibility, data readiness, and risk.
• Evaluate automation and AI opportunities to ensure solutions are cost-effective, fit for purpose, sustainable, and supported by appropriate technology teams before implementation.
• Assess data integrity, protection, access, and readiness requirements for automation and AI implementations to ensure solutions use reliable data, protect sensitive information, and are ready for controlled deployment.
• Redesign business workflows so that automation or AI improves the underlying process rather than simply automating existing inefficiencies.
• Lead adoption and change implementation throughout the Bank by moving projects from pilot to production, including readiness assessment, training, and change management.
• Build the business case for each opportunity and recommend whether to advance, defer, or decline based on expected value, readiness, complexity, and risk.
• Administer the AI business use case intake process for the AI Working Group.
• Design, build, test, and deploy Microsoft 365 Copilot agents using approved employee tooling, including instructions, knowledge sources, and guardrails.
• Test prompt execution, validate output quality, document limitations, and remain accountable for ongoing monitoring, support, and refinement of AI-enabled solutions.
• Coach business associates and execute awareness campaigns that promote safe, effective use of automation and AI, including reusable patterns and templates for approved employee tools.
• Define and report KPIs for AI adoption, agent usage, and value realization.
• Ensure all use cases and deployed agents are inventoried and submitted for technology and governance review under enterprise AI policy and AI technology development standards.
• Prepare and deliver updates to business leadership and governance committees.

Education and Experience Requirements

Bachelor’s degree in a Business Discipline, Information Systems, or related field required. Hands‑on experience documenting current-state processes, designing future-state workflows, writing business requirements, building process maps, and supporting adoption of technology-enabled process change required. Practical experience using generative AI tools, prompt development, Microsoft 365 Copilot, M365 Agent Builder, ChatGPT, Power Platform, or comparable business automation tools required. Demonstrated experience taking initiatives from concept through production adoption required. Banking or financial services experience is strongly preferred; experience with emerging technology adoption in a regulated environment preferred. Relevant certification preferred (Microsoft Certified: AI Business Professional or AI Agent Builder Associate, Prosci ADKAR, CCMP, or PMP). Software engineering, data science, or model development experience is not required.

Essential Skills and Abilities

• Strong business process analysis and workflow redesign skills, including the ability to identify inefficiencies, control gaps, manual workarounds, and opportunities for simplification.
• Ability to assess data integrity, sensitivity, access, and readiness requirements to support safe and effective automation and AI implementation.
• Strong control mindset with the ability to identify operational, data, technology, and adoption risks before solutions move into production.
• Proven ability to frame and prioritize technology use cases and tie them to measurable business outcomes.
• Hands‑on ability to build and maintain AI agents using authorized employee tools, including prompt design, knowledge source configuration, and output testing.
• Practical fluency with generative AI tools and prompt design, without reliance on programming skills.
• Working understanding of AI risks – hallucination, drift, bias, data leakage, oversharing, over-reliance on automation and the controls used to manage them.
• Strong change management skills and proven ability to influence stakeholders at all levels.
• Excellent written and verbal communication; able to translate between business and technical audiences.
• Strong analytical skills and advanced Microsoft Excel skills.
• Ability to manage multiple priorities in a fast‑paced environment; intellectual curiosity and comfort with ambiguity.

Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing Work Experience General Experience - 6 to 10 years Certifications Travel Workstyle Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

• medical
• dental
• vision
• life insurance
• critical illness insurance and accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client‑first, integrity, independence and a conservative, long‑term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm.

Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

We are committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever‑evolving company, you can start – or continue – growing your career here. We invest in you with wide‑ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people‑first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.